Thrivent Financial for Lutherans
SHYM

Thrivent Financial for Lutherans’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Thrivent Financial for Lutherans’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,161
Closed -$205K – 2662
2025
Q3 		$205K Buy
+9,161
New +$203K ﹤0.01% 2317

Other funds holding SHYM

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Thrivent Financial for Lutherans's SHYM Position: Q4 2025 in Review

Thrivent Financial for Lutherans sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 9,161 shares — an estimated $205K sold.

Thrivent Financial for Lutherans first reported a position in SHYM in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Thrivent Financial for Lutherans reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 9,161 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $205K.
  • Thrivent Financial for Lutherans first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's iShares Short Duration High Yield Muni Active ETF position peaked at $205K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2025, filed 5 Feb 2026.